Step Aside Wunderlist: ReadyCloud CRM Rolls Out Team Tasks to Help Busy E-Tailers Streamline Their Day

ReadyCloud CRM is changing the way that retailers manage their busy day with the addition of Tasks. As one of the biggest feature rollouts the company has revealed yet, Tasks are modeled in the vein of Wunderlist and Evernote to help e-tailers reduce the open tabs on their browser when selling across multiple channels and managing their hectic day.

“The new Tasks feature in ReadyCloud CRM was designed to help busy online retailers stay on track,” comments Michael Lazar, an Executive at ReadyCloud.

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Michael added, “Never overlook an important task, collaborate with instant notes, share files and set dates and events to keep everyone in the know for a smoother operation.”

The new Tasks feature lets users create a Task and keep it private, assign it to a co-worker, or distribute a comprehensive project to a small team. ReadyCloud Tasks are open for team collaboration and track any task through to completion. Every unique task has its own feed, are automatically organized by due date, and are added to ReadyCloud’s Event Calendar for reminders and notifications. Users can also associate customer profiles, orders and product return to a specific Task through tagging.

“Tasks are super cool,” Lazar infers. “Let’s say you had a large order come in that was flagged for fraud and you wanted your accounts receivable team to review the charge. No problem. ReadyCloud CRM has you covered. Simply access the questionable order, add it to a Task, assign the right team members, add a note and voila: The issue is expedited to the right people for faster resolution!”

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All Tasks created in ReadyCloud automatically generate breadcrumbs, so the user can track their workflow. Tasks can be added to the color-coded calendar, and there are unlimited notes and users that can be included inside of any Task stream.

ReadyCloud CRM includes integrations for many popular shopping carts and marketplaces including Amazon, eBay, Magento, BigCommerce, Shopify, 3dcart, WooCommerce, MailChimp and Constant Contact.

ReadyCloud CRM comes with a 14-day complimentary trial period. No credit card is required. Users can continue service after the trial for just $24/month per user. There are no contracts. Users can cancel at any time.

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“We believe all online retailers deserve a cross-channel CRM solution. That’s why the first two weeks are on us,” Lazar says. “Go ahead and give ReadyCloud CRM a try today and see why it’s the customer satisfaction platform you’ve been looking for!”

Sales teams look out for a powerful rocket fuel for customer loyalty. A cross-channel ecommerce CRM solution, ReadyCloud features robust customer order timelines complete with shipping and return information, invoice and tracking number, notes, group calendar, tagging, email marketing integrations, detailed reporting, shipping profitability reports, and so much more. New features are being added every month.

ReadyCloud starts with CRM, and can be further expanded with premium plugins like #ReadyShipper, a hybrid-cloud shipping software solution, and #ReadyReturns, an automated online product returns solution.

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